Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlen? Claim Your ProfileKaitlen Joy Shearer is a financial advisor with Assetmark Brokerage, LLC. She has been working in the financial services industry since 2015. Kaitlen holds the Series 6 and Series 63 licenses, as well as the SIE. Kaitlen is currently registered in Arizona.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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AZ
09/12/2022 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
AZ
12/16/2016 - 11/22/2021
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
AZ
03/12/2015 - 09/08/2015
LPL FINANCIAL LLC (SCOTTSDALE AZ)
BC
Issued 04/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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